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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
51	Pictet Asset Management (UK) London, United Kingdom	$264M	+$264M	6	1.51%	New
52	HSBC Holdings London, United Kingdom	$259M	+$258M	6	0.78%	New
53	Independent Franchise Partners London, United Kingdom	$251M	+$247M	1	4.79%	New
54	BP BBR Partners New York	$249M	+$263M	2	48.57%	New
55	1832 Asset Management Toronto, Ontario, Canada	$246M	+$244M	4	1.08%	New
56	Massachusetts Financial Services Boston, Massachusetts	$244M	+$246M	3	0.17%	New
57	Neuberger Berman Group New York	$243M	+$244M	6	0.29%	New
58	OAMG Odey Asset Management Group London, United Kingdom	$242M	+$244M	2	9.47%	New
59	Calamos Advisors Naperville, Illinois	$240M	+$228M	5	1.57%	New
60	AllianceBernstein Nashville, Tennessee	$230M	+$235M	9	0.24%	New
61	Citadel Advisors Miami, Florida	$226M	+$226M	10	0.39%	New
62	Janus Henderson Investors US Denver, Colorado	$223M	+$232M	5	0.23%	New
63	abrdn Investment Management Edinburgh, United Kingdom	$222M	+$231M	4	1.41%	New
64	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$215M	+$227M	2	2.51%	New
65	Legal & General Group London, United Kingdom	$215M	+$218M	4	0.3%	New
66	I.G. Investment Management Winnipeg, Manitoba, Canada	$208M	+$206M	4	0.84%	New
67	ABI Abrams Bison Investments Bethesda, Maryland	$207M	+$210M	1	17%	New
68	Select Equity Group New York	$201M	+$204M	1	2.84%	New
69	TI Turner Investments Berwyn, Pennsylvania	$198M	+$195M	5	2.67%	New
70	New York State Common Retirement Fund Albany, New York	$198M	+$200M	9	0.35%	New
71	BlackRock Investment Management Wilmington, Delaware	$196M	+$199M	9	0.35%	New
72	Renaissance Technologies New York	$193M	+$192M	10	0.51%	New
73	Dimensional Fund Advisors Austin, Texas	$190M	+$189M	11	0.18%	New
74	Adage Capital Partners Boston, Massachusetts	$189M	+$196M	3	0.58%	New
75	Fayez Sarofim & Co Houston, Texas	$188M	+$194M	3	0.94%	New